Your Paralegal + AI Agents
= Your mini-me
Hover over each side. On the left, what a great Paralegal does every day. On the right, what more they can do when they direct AI agents for you.
A great Paralegal
Detail-driven support, under your attorneys' supervision.
- Drafts routine documents for attorney review
- Keeps case files, exhibits and discovery organized
- Tracks court dates and filing deadlines
- Handles client intake and conflict checks
- Prepares filings and e-filing
- Keeps clients updated, professionally
Your secure research and drafting engine
With AI Conductor training, they also build and run:
- First-pass document review in hours, not days
- Research summaries with every citation checked
- Transcript and record summaries with page cites
- Your AI tools and accounts only, under your control
Hover or drag to see both sides
AI that protects client confidentiality, not risks it
The ABA's Formal Opinion 512 (2024) is clear: lawyers who use generative AI must protect client information, understand the tools they use and supervise everyone who uses them, paralegals included. That's why our paralegals work by these rules, starting with the most important one:
Your tools, your accounts, your control
Uses only the AI tools your firm approves, logged in with accounts your firm owns and controls. Not OptiNizers accounts, not personal accounts, not free public chatbots. You can see the activity and remove access at any time.
Only what the task needs
Shares the minimum information a task requires, and removes names and identifiers when the tool doesn't need them.
Locked-down access
Works inside your systems, with access only to assigned matters, multi-factor login and no copies on personal devices.
NDAs and conflict checks
Signs confidentiality agreements and follows your conflict-check process before working on a new matter.
Every AI output verified
Courts have issued hundreds of rulings over AI-invented citations. Our paralegals check every citation, quote and fact against the source. AI drafts, people verify, attorneys decide.
Your AI policy, followed and logged
Follows your firm's AI policy and client-consent requirements, and keeps a record of which tools were used on which matter.
Your attorneys stay responsible for the legal work and for client-consent decisions. Our paralegals make it easier to do both well.
Everything your Paralegal can take off your plate
What a great Paralegal does, every day
Document drafting
Prepares letters, pleadings, contracts and forms from your templates, ready for attorney review.
Case files and exhibits
Keeps every matter organized: documents, exhibits, correspondence and versions.
Deadlines and docket
Tracks court dates, filing deadlines and limitation dates so nothing slips.
Discovery support
Organizes productions, keeps discovery logs and builds document indexes.
Client intake
Collects intake details, runs your conflict-check process and opens new matters.
Client updates
Sends status updates and gathers documents from clients in a calm, professional tone.
Filings and records
Prepares filings, handles e-filing and tracks service and records requests.
Attorney-supervised
Works under your attorneys' direction. Does not give legal advice; your attorneys stay in charge.
What else they can build and run
First-pass document review
AI sorts and tags large document sets by relevance and issue; the paralegal checks the results and attorneys make the calls.
Research summaries, verified
Pulls research together from your approved legal databases; every citation is checked against the source before an attorney sees it.
Deposition and record summaries
Turns long transcripts, medical records and contracts into clear summaries with page references.
Case timelines
Builds a fact chronology from the file, linked back to each source document.
Faster first drafts
Drafts routine letters, discovery responses and contract comparisons from your templates, for attorney review.
Contract checklists
Compares contracts against your playbook and flags missing or unusual clauses for the attorney.
Deadline automation
Turns court notices and emails into calendar entries, reminders and task lists.
Weekly matter report
One short update on every active matter: what moved, what's due, what needs an attorney.
A human in charge, AI agents doing the heavy lifting
You set the goal
Share what you want done, in your words, the way you’d brief a trusted partner.
Your Paralegal designs the system
They turn it into clear steps and SOPs, and decide which parts AI agents should handle.
AI agents do the heavy lifting
Research, drafts, reports and repetitive work run in the background.
A human reviews every result
Your Paralegal checks the work before it comes to you.
Best for
Law firms and legal teams that want reliable paralegal support and the speed of AI, without putting client confidentiality at risk.
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